Revenue Operations & Pipeline Restructure

Launch Date: Sept. 18, 2024
Company: NVE Experience Agency
Role: Sr. Director, Business Technology Operations
Skills: Operations
System: Hubspot, Google Drive, Domo, Slack

Problem: Disconnected tracking methods for new and existing business created a fractured view of the agency's total revenue pipeline.

• Data Fragmentation: New business lived in HubSpot while existing business lived in static Google Sheets, preventing holistic reporting.

• Process Inconsistency: A lack of alignment on "sales stage" definitions led to confusion and inaccurate forecasting.

• Manual Workflow: The absence of integration between CRM and production tools required manual setup for every won project.

Solution: I consolidated all Revenue Operations into a unified HubSpot ecosystem to provide a single source of truth for the sales pipeline.

• Holistic Reporting: Integrated HubSpot with Domo to provide executive leadership with real-time visibility into the entire revenue lifecycle.

• Automated Provisioning: Built triggers to automatically create project folders in Google Drive and channels in Slack upon closing a deal.

• Unified Process: Standardized sales stages and RevOps workflows, ensuring a consistent approach to tracking all agency revenue.